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Faster is better

PIQ | Data analysis and tools | Financial intelligence

The smoother your reporting, the faster you can respond to your clients’ needs.

PerformanceIQ isn’t just a reporting tool. It reassures you that your data is correct. It reassures your clients that your analyses are unbiased. It speeds up your entire performance measurement and reporting cycle.

How it works

  • Our data managers process your client data for validity, review questionable returns and verify that the transactions provided are accurate
  • The data is published in PerformanceIQ, ready to be converted into reports
  • You customize the reports to your specifications for delivery to your clients

 

How PerformanceIQ can help
Portfolio managers can interact more confidently with clients, aware that they can provide reports quickly and accurately to address the client’s questions.

The effect is to fulfill and exceed the clients’ wealth objectives, and retain and grow assets under management.

What's included

Dedicated data management team

Dedicated data management team

We verify your data fast.

Investment policy statements (IPS)

Investment monitoring and risk analytics

Review clients performance and risk as needed.

Enhanced communications process

Enhanced communication

Clients can contact a Client Manager personally.

Relationship building and maintenance

Relationship building and maintenance

Reach out to clients to assess changing needs.

Financial Intelligence: latest

Free analysis

Any questions?

Would you like to request sample data or analysis from Informa Financial Intelligence? 

See how our tailored solutions can help you gain a competitive advantage: 

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